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Avion Wealth’s MGE Energy Inc MGEE Stock Holding History

Avion Wealth’s Portfolio MGEE Stock Details MGEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1K Buy
+20
New +$1.55K ﹤0.01% 1284
2024
Q1 		– Sell
-7
Closed -$1K – 1193
2023
Q4 		$1K Sell
7
-1
-13% -$72 ﹤0.01% 870
2023
Q3 		$0 Buy
+8
New +$607 ﹤0.01% 1046

Other funds holding MGEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Avion Wealth's MGEE Position: Q2 2026 in Review

Avion Wealth opened a new position in MGE Energy Inc (MGEE) in Q2 2026: 20 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1284 among its holdings. This is a return to the name: Avion Wealth previously reported a position in MGEE as recently as Q4 2023.

Avion Wealth first reported a position in MGEE in Q3 2023 and has held it in 3 quarters since. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Avion Wealth held 20 shares of MGE Energy Inc worth $1K as of Q2 2026.
  • MGE Energy Inc was a new Avion Wealth position in Q2 2026.
  • MGE Energy Inc made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1284 holding.
  • Avion Wealth first reported a position in MGE Energy Inc in Q3 2023 and has held it in 3 quarters since.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.